Guardian Wealth Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Guardian Wealth Advisors, LLC

  • $754 Million
  • Q2 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 9,041 shares of SCHA stock, worth $464,888. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,041
Previous 9,041 -0.0%
Holding current value
$464,888
Previous $445,000 3.82%
% of portfolio
0.06%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$44.84 - $49.24 $538 - $590
12 Added 0.13%
9,041 $445,000
Q4 2023

Feb 14, 2024
SELL
$38.13 - $48.02 $3,088 - $3,889
-81 Reduced 0.89%
9,029 $426,000
Q3 2023

Nov 14, 2023
BUY
$40.85 - $46.1 $1,102 - $1,244
27 Added 0.3%
9,110 $377,000
Q2 2023

Aug 14, 2023
BUY
$39.91 - $43.82 $14,926 - $16,388
374 Added 4.29%
9,083 $397,000
Q1 2023

May 15, 2023
BUY
$39.82 - $46.36 $9,875 - $11,497
248 Added 2.93%
8,709 $365,000
Q4 2022

Feb 14, 2023
BUY
$38.25 - $43.54 $4,628 - $5,268
121 Added 1.45%
8,461 $342,000
Q3 2022

Nov 14, 2022
SELL
$37.65 - $45.9 $9,826 - $11,979
-261 Reduced 3.03%
8,340 $315,000
Q2 2022

Aug 15, 2022
BUY
$37.88 - $48.01 $133,678 - $169,427
3,529 Added 69.58%
8,601 $335,000
Q1 2022

May 16, 2022
BUY
$44.42 - $51.73 $112,826 - $131,394
2,540 Added 100.32%
5,072 $240,000
Q4 2021

May 16, 2022
BUY
$48.64 - $55.07 $123,156 - $139,437
2,532 New
2,532 $259,000

Others Institutions Holding SCHA

# of Institutions
1,119
Shares Held
230M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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